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Biotech / Medical : Genta, Inc. (GNTA)
GNTA 2.300+0.4%Nov 7 9:30 AM EST
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To: bob zagorin who wrote (1830)6/2/2004 9:48:57 AM
From: Art Bechhoefer  Read Replies (1) of 1870
 
Bob, as I understand it, the second generation antisense compounds target types of RNA that are contained in a variety of cancers. Earlier antisense compounds were so specific in their targets that often they were useless if the RNA was different from what the antisense compound could react with. I think that most of the antisense researchers, including GNTA, are now at this second generation level. ISIS is unquestionably the leader in the group. It not only has a larger number of drugs under study but it also maintains a valuable library of gene types that is useful to drug companies involved in new drug development. It is always a problem if you have only one major compound in clinical trials and you get a setback. This has happened to ISIS a few years ago, when a compound under testing for Chrone's disease failed to show a statistically significant improvement. At that time, ISIS was betting that the antisense drug by iteself would do the job. Since then, ISIS has adopted the cocktail approach, using an antisense drug in conjunction with an accepted standard chemo treatment, on the theory that antisense enhances the effectiveness of the chemo drug (and makes it easier to gain FDA approval). GNTA I believe was the first company to use the cocktail approach. But having only one major antisense drug increases the risk of failure over the potential risk at ISIS.

Rosenwald and Aries apparently have sold all or most of their holdings, so they have little or no control. The question is why they sold, and I'm currently trying to determine why.

Art
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